Our Process

It’s the communication with you that makes things happen. Have conversations with us about your business. Ask us questions! We’re here to help.

How it works

Meet You

Meet with you

We’ll have a meeting with you virtually (or in person, if you’re local!) to talk about what’s working and what’s not. We’ll see if we’re a good fit for each other.

Review Books

Review your books

We’ll take a look at your numbers to see the bigger picture and specifically what we can do to help.

Your Needs & Quote Fees

Assess your needs & quote fees

Together, we’ll decide what work is to be done and give you a verbal quote.

Send An Agreement

Send you an agreement

If all sounds good, we’ll send you a month-to-month agreement (you’ll never be locked into an annual contract!) for you to sign so we can get started.

We're Off!

We’re off!

Our team of account managers will get to work on your account.


“Chris and her team have been invaluable partners!”

– Carly Zimmerman from Challah For Hunger

Your virtual accounting department

You’ll have access to all of our account managers when working with us. Our team uses Zoom and Skype to collaborate with each other and with you. We’re easily accessible and respond quickly when you need us.

Meet the Team